Use your Warm data with an AI tool.

Read your synced Warm financial data and approve specific record operations from the AI tools you already use.

Create account Connect an AI assistant API reference

Ask an AI tool about your finances.

Works with supported AI tools Read the setup guides

  1. Create an API key

    Open Settings → Export & API and select Create API key.

  2. Run the installer

    Needs Node.js 18 or newer. It validates your key and adds Warm to your client's config.

  3. Ask

    Ask your AI to call get_financial_context. 

npx -y @warmio/mcp@latest install

You can also call the HTTP API.

https://app.warm.io

Authenticate every call with your API key as a Bearer token.

Open openapi.yaml

All 8 API endpoints

Method Path What it does Operation
GET /api/verify Verify API credentials Read operation
GET /api/export Get a typed dataset export Read operation
GET /api/financial-context Get compact financial context Read operation
GET /api/financial-context/transactions Get financial-context transactions Read operation
GET /api/financial-context/meta Get financial-context metadata Read operation
POST /api/automation/operations/search Search supported automation operations Automation
POST /api/automation/operations/describe Describe one supported operation Automation
POST /api/automation/operations/invoke Invoke one supported operation Automation

Approved changes

Record operations change Warm records only. They can't move money, pay bills, or change your bank account.

  1. search_operations

    Your AI finds the smallest matching operation.

  2. describe_operation

    It shows you the exact request. You approve it in Warm.

  3. invoke_operation

    It runs with the matching input and approval_id.

If the input changes or the approval expires, your AI needs a new approval.

Read endpoints also accept a signed-in session token. Automation requires a Warm API key. Keys grant full API access; changes to Warm records require your approval. 500 requests per hour per key.

An invoke request returns HTTP 409 if its required owner approval is missing, invalid, expired, or already used. Review the requested change in Warm, then invoke it with the matching approval_id.